Tool Manager Updates

AllSoft Technologies - Tool Manager Program Upgrade (New Subscription Version)

VERSION 2012.19

1)    Right click here and Save-Target or Save-Link to your Flash Drive: Tool Manager Update.
       NOTE: The download file name is updtprog.dat, so remove any version number that may be added such as updtprog.dat(3) should be renamed to updtprog.dat.

2)    Run Tool Manager and go to the OPTIONS menu.

3) Select item "Install Program Updates"

4) Enter the location where you saved the above file: your Flash Drive such as E:\ or F:\

5) Update all copies (on other computers) of the Tool Manager program with this update.

6) After updating, delete this downloaded file, so you don't accidentally use it in the future.

7) For a password, please submit a request with your name at Technical Support.

NEW FEATURES

VERSION 2012.18
1) Updated the BANKING screen to download CSV type files from your on-line bank account.

VERSION 2012.15
1) You can now open many Reports at the same time and close them anytime you want.
2) On payment screen, the "Auto Change Min Payment Based on Turns", doesn't change min-payment if balance is less than $100.
3) On F11 Screen-size Adjustment Screen, optionally select if Tool Manager starts as a maximized window.

VERSION 2012.14
1) Screen-size adjustment also changes font size on Invoice & Payment Search screen.
2) Added Background changing to the Screen-size adjustment window.
3) Press the F11 Key to adjust screen size.

VERSION 2012.13
1) Adjust Tool Manager screen size. Check the Screen Size[] check-box on the Tool Manager main-menu.
2) On Reports menu item B, new check-box to turn on or off showing backorders and needslist on the report.
3) Wildcard searching is now avilable on the Part History report. Example: *123 finds all part numbers with "123" in them.

VERSION 2012.12
1) On Reports menu item B, remember if the UseStreamLined was previously checked.
2) On Reports menu item B, separate Backorder-And-Needs-Only from the Balance-Only check-box.
3) On Orders-Returns Tool Order screen, enhanced View Orders report.

VERSION 2012.11
1) On Invoice & Payment search screen, a new button to edit customer comments: just click [Comment].
2) On Orders-Returns Tool Order screen, Next-Ordered items are not included in the Total; also on the Print-Only report.
3) On new and previous Tool Order, a new button to retrieve items that were Backorder, Needslist, or Warranty.
4) Two line margin added to Reports -> item B: Daily Route for all pages after page one.
5) On invoice, if Qty-on-hand is checked, insert a wildcard (*) in the Search box.
6) On Invoice & Payment Search screen, if supervisor-password is set, the customer-note tab will require password.
7) Press F12 to see the new 2012 features.

VERSION 2012.10
1) On the OPTIONS menu item SETUP then INVOICE SETUP, a new check-box called "Use Full-size Invoice Printout Style-2".

VERSION 2012.9
1) Reports menu item Sales Type, now displays quantity-on-hand.
2) New check-box on Invoice & Payment screen to display customer comments instead of the company name.
3) Touched up REPORT menu item B the streamline report.
4) Fixed tax check-box on invoice to be set as on by default.
5) Fixed Sale-type report from not completing under certain conditions when a day-only selection was made.

VERSION 2012.6
1) On the OPTIONS menu item C, a new button where you can download Tool Manager program updates from the Internet.
2) For inventory searching, if quantity-on-hand is checked, Tool Manager will retain the check-box setting, but remind you it is checked.
3) On REPORTS menu item Sales Types, you can have both the Customer Name and Vendor appear on the report.

VERSION 2012.5
1) New Customer Notes tab on Invoice/Payment Search screen.
2) If customer has a note, an alert displays on Invoice/Payment Search screen.
3) Fixed Backorders and Needslist sometimes not transferring to the Orders screen.

VERSION 2012
1) Annual password changes.
2) Enabled Invoice-tabs and Report-B touch-ups.
3) Large screen version.

VERSION 2011.16
1) If using "Use Simple Invoice Screen", the invoice-search screen will display comments instead of the company name.

VERSION 2011.15
1) On Options -> Setup -> Invoice Setup, change the background color to Grey, LightGrey, or White.
2) On Options -> Setup -> Invoice Setup, check the "Use Simple Invoice Screen" box if you want to use a different Tool Manager invoice screen.
3) On Reports -> B, and new option to create a streamlined Daily Route List.
4) Sort Previous Payment list.

VERSION 2011.12
1) On Report-C, the ref# can be truncated when the transaction number is large, so this was fixed.

VERSION 2011.11
1) On Options -> Setup -> Invoice Setup, setting "[ ] Number of Payment Visit Frequencies to Display Average Payment" will cause this value to be displayed on the Payment Screen.

VERSION 2011.10
1) On the Reports menu item C, when creating a Credit Card only report (Select All), you can now double-click on any Aborted transaction to open the payment screen and reprocess the Credit Card.
2) On Options -> Setup -> Supervisory Control, you can now block the Customer Maintenance Screen.

VERSION 2011.9
1) Credit card processing system touch-ups.
2) Vendor FTP feature now does inventory price-list updates for enabled vendors.

VERSION 2011.7
1) New certified credit card processing system.

VERSION 2011.5
1) Enhanced Backorders/Needslist, so after transferring to an invoice and deleting, it will become inactive and not transfer to a new Purchase Order.
2) Enhanced Backorders/Needslist, so after transferring to an invoice, it will not transfer to a new Purchase Order.
3) Added quantity-on-hand and Sale's Type to Purchase Orders -> Print Only.

VERSION 2011.4
1) Changed display characters from dark-blue to black.
2) Only show Credit-card warning once for each time Tool Manager is restarted.

VERSION 2011.2
1) Optionally, show Descriptions on Sales History report.

VERSION 2011.1
1) On the Invoice Payment Search screen, a new tab to create a Tax Statement.
2) On Credit Card Processing screen, a check-box allows you to send the transaction without Address Information.
3) On Invoice-setup, the check-box "No Address/Phone On Invoice", now applies to payment receipts.
4) Customer screen item Export now includes CompanyName with CompanyPhone, and exports to your USERS directory for Vista and Windows7.
5) Company screen item Export now exports to your USERS directory for Vista and Windows7.
6) Added instructions to the Miscellaneous drop-down on the Invoice screen.

VERSION 2010.16
1) In Vendor FTP, use notepad to display files.
2) In Vendor FTP, new "Get Archived" button.
3) On PO-Receiving-Backorder screen the Delete button only deletes the item from the list, but not permanently.
4) On Inventory Screen, the SKU field now shows SKU/BIN. During price-list updates, this field is not updated.
5) On Invoice Screen, the PACK LIST checkbox will cause the invoice to print without pricing and payment information.

VERSION 2010.15
1) Blank out CC# on confirmation pop-up.
2) OPTIONS -> SETUP -> INVOICE SETUP, a value can be set to insert header spaces after the first page.
3) CUSTOMER ACCOUNT -> REPORTS, -> OPEN INVOICES, now shows only for a specific customer.
4) Added help for Window7 64-bit TSP600 print drivers
5) Adjusted payment-screen's balances

VERSION 2010.14
1) FTP Purchase Orders to vendor web-site.

VERSION 2010.13
1) On REPORTS menu a new report: Accounts Receivable.
2) Added "TOTAL" to bottom of payment receipt print-out.
3) If you use the Log-in password, you will be prompted for this password when add/chg/del Credit Card information.
4) Fix Change button on Orders & Returns

VERSION 2010.12
1) On Options menu -> Setup -> Invoice Setup -> Backorder Printout, you can now change the verbiage of how the word Backorder will appear on invoices.
2) On Orders & Returns -> Tool Order, the Delete button will now prompt you for a confirmation before deleting the item.
3) On Orders & Returns -> Receiving, a new button (Customer Orders) will display customers that have active backorders or needslists for items that are of a Checked-In status.

VERSION 2010.11
1) On Orders & Returns -> Tool Order screen a new button (PRINT ONLY) allows you to view the order before Processing.

VERSION 2010.10
1) On a payment-receipt do not print late-payment notices if checked on the OPTIONS-> SETUP -> INVOICE_SETUP -> "Do not print late payment notice".

VERSION 2010.9
1) Larger Tool Manager screen size with the option to use the original small screen size.
2) Changed main menu Tool Manager logo to have grey background.

VERSION 2010.8
1) Created original Tmgr2009 version background and text colors for main screens.
2) Changed screen font sizes back to original Tmgr2009 version sizes.

VERSION 2010.5
1) Increased screen size from 8 font-size to 12.
2) Fixed user password login.
3) Fixed part-history report.

VERSION 2010.4
1) Removed animation and reduced application size by about 20%.

VERSION 2010.3
1) Added Credit Card returns (voids)
2) On Reports->Payment->CreditCard, display customer/shop information and search CC by last four digits.
3) New opening-screen logo.

VERSION 2010.2
1) Now Windows 64-bit (Vista and Windows7) compatible.
2) New button on the Orders & Return screen called Set-V, which sets all items in your list to a particular vendor.
3) Mandatory 2010 subscription version update with new passwords.
4) On OPTIONS->SETUP->INVOICE_SETUP, a new check-box to only print customer's name on an invoice without their address or phone information.

VERSION 2009.5
1)   Change Internet Order button on Purchase Order screen to create output file in the Users director instead of the C: drive.
2)   On an OA Invoice, the Purchase Order Terms value will be saved and used next time.
3)   Show warning message on Credit Card processing screen if already processed and a previous payment.
4)   Print previous-payment receipt from payment-transaction-list.
5)   On REPORT menu item PAYMENT, search payment transactions by credit-card number or check# or comment.

VERSION 2009.4
1) On the BANKING tab item "Get Payment for Deposit" now displays/prints a report of all the items in the deposit.
If this is your first time using BANKING, run the "1. Get Payment For Deposit" and then "2. Deposit in Current Account". This will clear all the old deposits, so going forward you can use this feature.

VERSION 2009.3
1) Fixed non-credit card payment verifying the on-file credit-card number.

VERSION 2009.2
1) More Credit Card details now on Report menu item C.
2) Added total at the bottom of the Sales History report.
3) Fixed weekly report for INVENTORY->LIST->(add/change/del/discount)
4) On Order & Return -> REPORT, use value CheckedIn rather than CloseOut
5) Fixed Inventory Export first line (header) to have the correct number of delimiters.

VERSION 2009.1
1) New subscription passwords.
2) Fixed Tax-by-payment report to not include Cash estimate invoices as payments.

VERSION 2008.9
1) On Invoice screen, the drop-down menu in the top-right now has "Fuel Cost".
2) Inventory Export now writes export file to the user's directory instead of root C-drive.
3) Fixed transfer intermittent error on Purchase Order Screen.
4) On Weekly Report, display "Profit Amount" warning for zero dollars Sales with a Jobber cost.
5) Added solution for an error message to the help-screen.
6) Fixed Expense reports to reverse to positive all expense payments.
7) Ensure the TmgrState file is not present before creating a new one.
8) Decreased Receipt printer from 35 to 34 width.

VERSION 2008.8
1) Processing-Modes (Live, Cert, or Test.) on Credit Card processing window.
2) Transaction-Types (Authorize-Settle, Authorize-Only, or Credit) selection on Credit Card processing window.
3) Cancel button added to inventory search except during start-up and other locations.
4) Increase Printer Name string, so long names such as copy(2) doesn't selected the copy(1) printer.
5) Show individual status totals in the Receiving screen.

VERSION 2008.7
1) Enable users to change the Daily Closeout date.
2) Enhanced the Data Restoring feature to retain log-in password information on Vista computers.

VERSION 2008.6
1) Save status return-codes of a credit-card authorization transaction with each toolmgr->payment transaction record.
2) Display credit-card authorization status on Previous Payment screen.
3) Allow user to by-pass credit-card authorization and return at a later time to process.
4) Added credit-card authorization status' to customer-transaction (credit-card) report.
5) Retain the Barcode check-box on Invoice Screen.

VERSION 2008.5
1) Faster Barcode search.
2) Barcode information included in the inventory price-list updates.
3) A count-manufacturers-by-vendor button is located on the inventory->Manufacturers screen.

VERSION 2008.4
1) On Orders And Return -> Tool Order screen, when Reorder-Levels are transferred , the salesman's cost (WD, Jobber, List), will be based on the Options -> Setup Screen.
2) On the Customer Account Screen -> REPORTS -> Tax Statements, a checkbox for showing details is now available.
3) During Tool Manager startup, test if password is about to expire next month. If so, popup a warning everyday after the 21st.

VERSION 2008.1
1) On the Orders & Returns -> Receiving, Customer-Name, Invoice-Date, and Type-of-Sales added to the Export button.
2) Transfer-to-next-order feature enhanced to work with a single vendor.
3) Display vendor number on Inventory Maintenance screen.

VERSION 2007.15
1) Barcode data can now be provided during inventory-price list updates.
2) Supervisory control added to Invoice->Edit->ShowDetails and Invoice-ChangeQtyOnHand
3) Supervisory control feature on the Purchase Order Menu

VERSION 2007.14
1) Supervisory Control feature on the Options Menu -> Setup.
2) Increased the display size of the EMAIL field on the Vendor screen.
3) Additional data-recovery day for auto inventory backup.

VERSION 2007.12
1. Orders & Returns -> Receiving -> EXPORT will create a comma-delimited file for all items of status IN. Also each row in this file will be a quantity of one.
2. Orders & Returns -> Tool Order -> EXPORT a new option to export UserName and Serial#_OtherInfo.
3. Orders & Returns -> Tool Order -> TRANSFER will not transfer items for a particular vendor until a minimum order quantity is met. The value is setup in the Vendor screen. If the value is zero, then everything transfers.
4. Changed the extension on file PurchaseOrderExport.dat from "dat" to "csv", to better define the type of file as comma-delimited.

VERSION 2007.11
1. On Orders&Returns -> Reports, the orders' dollar amounts that were Received are now printed on this report.
2. On Reports->YearlyCloseOut and Inventory screens, information that explains how to calculates end of year inventory dollar amounts.

VERSION 2007.10
1. On Orders And Returns -> Receiving, the CHANGE button was removed now that selecting the received-status will auto-update list.
2. On Orders And Returns -> Receiving, to change an item's received status simply double-click OR highlight item and then click a status OR use its hot-key such as alt-B changes to backordered-status.
3. On the Options menu item K, a new item used to merge many Tool Manager programs into one report view.

VERSION 2007.9
1. On the Orders & Returns -> Receiving, the ADD button now returns the user's cost and sets the quantity to one.
2. On the Invoice ->Edit screen, more information about the product is displayed.

VERSION 2007.8
1. New installation for the Vista Operating System.
2. Improved Orders & Returns Receiving: Wider list display, faster price & quantity changing, description & QtyOnHand on each line, Set-Dates, and Export features.
3. On Invoice & Payment Search screen, a new code (F) indicates if the customer has EC Finance enabled.
4. The F3 key opens a Pop-up Metric conversion table.
5. The F4 key opens a Pop-up calculator.
6. In the Options Menu->Setup screen, an option to create a Tool Manager login password is now available.
7. On CustomerMaintenance->Reports->CustomerStatment, the customer listing report is now available on this screen.
8. On CustomerMaintenance->Transfer, the customer's default account-type will be changed to reflex the transfer: TP or EC.

VERSION 2007.4
1. Added zero-payments to Open Invoice report.
2. On Orders & Returns -> Receiving, changed PROCESS button to say "Process / Receive Order"

VERSION 2007.3
1. On OPTIONS->INVOICE_SETUP: Check box to not print balance-summary at bottom of OA invoices.
2. On OPTIONS->INVOICE_SETUP: Check box to print Dealer Signature line on invoices.
3. Show customer's name on Open Invoice report.
4. Save last vendor selected in drop-down lists.

VERSION 2007.2
1. Description added to Sale-Type report.

VERSION 2007.1
1. New style of Open Invoice report.

VERSION 2006.7
1. Help question mark placed beside the "re-order level" on the inventory screen.
2. Don't update Catalog option during inventory price list updates.
3. For Open-Account type invoices, do not print balance summary.
4. Added a day-number restriction to the Sale-Type report criteria.
5. Before every backup, remove old update "*.00*" type files.

VERSION 2006.6
1. Remove data-compression during backups.
2. Save mark-up percentage on Invoice Edit Screen.

VERSION 2006.5
1. Fixed qty for DISCOUNT button on the Order & Returns screens.
2. On the Daily Route List, print all backorders and needs-list (not just first three lines worth) .
3. Fixed DISCOUNT button to retain vendor name per line item.

VERSION 2006.4
1. New DISCOUNT button on the Order & Returns screens.
2. Updated Scan Driver enhancement for middle name.

VERSION 2006.3
1. Fixed Promotional Item report to not add taxes if item was sold as non-taxed.
2. Updated help screen with Gift Certificate instructions.
3. Updated Scan Driver License screen for Minnesota.

VERSION 2006.1
1. New picture on Main Menu.
2. Over 12,000 new inventory images.
3. New options during inventory price list update, which prevents the update from changing user's existing WD pricing.

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Page updated: 04/19/12